Enterprise Bancorp
EBTC
EBTC was delisted on the 30th of June, 2025.
62 hedge funds and large institutions have $92.6M invested in Enterprise Bancorp in 2022 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 16 reducing their positions, and 5 closing their positions.
69% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 16
2% less funds holding
Funds holding: 63 → 62 (-1)
4.78% less ownership
Funds ownership: 30.31% → 25.53% (-4.8%)
20% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 5
22% less capital invested
Capital invested by funds: $118M → $92.6M (-$25.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MPAM
Monarch Partners Asset Management
Boston,
Massachusetts
|
+$463K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$249K |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$209K |
| 4 |
Bank of New York Mellon
New York
|
+$113K |
| 5 |
MI
M3F Inc
Salt Lake City,
Utah
|
+$102K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CAPTRUST Financial Advisors
Raleigh,
North Carolina
|
-$15.7M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.18M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$608K |
| 4 |
BlackRock
New York
|
-$442K |
| 5 |
Millennium Management
New York
|
-$335K |
EBTC Hedge Fund Activity: Q3 2022 in Review
62 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Enterprise Bancorp (EBTC) for Q3 2022, worth a combined $92.6M — down 22% from $118M a quarter earlier.
Sellers outnumbered buyers: 5 funds closed out of EBTC and 4 opened new positions — a net loss of 1 holder — while 16 trimmed existing stakes and 27 added.
The largest buyer was Monarch Partners Asset Management, adding an estimated $463K. The largest seller was CAPTRUST Financial Advisors, exiting entirely with an estimated $15.7M sold.
- 62 institutional investors held Enterprise Bancorp (EBTC) as of Q3 2022, down from 63 in Q2 2022.
- Funds reported $92.6M of Enterprise Bancorp stock for Q3 2022, down 22% quarter-over-quarter.
- 4 funds opened new Enterprise Bancorp positions in Q3 2022 and 5 closed out, a net change of -1 holder.
- The largest Enterprise Bancorp buyer in Q3 2022 was Monarch Partners Asset Management, an estimated $463K added.
- The largest Enterprise Bancorp seller in Q3 2022 was CAPTRUST Financial Advisors, an estimated $15.7M sold.
Based on aggregated 13F filings for Q3 2022.